CSI
Clark & Stuart Inc. Portfolio
Invests via Clark & Stuart Inc. | Managed by Michael Henry Stuart, Charles S. “Rocky†Clark
Invests via Clark & Stuart Inc.
Managed by Michael Henry Stuart, Charles S. “Rocky†Clark
Automatically Tracked
Company Profile
Privately held investment manager focused on specialty manufacturing and industrial services, Clark & Stuart Inc. targets lower-middle-market opportunities via control and structured minority investments. The firm emphasizes operational improvements, working capital optimization and bolt-on M&A to drive value. Capital sources include family capital and institutional co-investors; typical holding periods run three to seven years.
Privately held investment manager focused on specialty manufacturing and industrial services, Clark & Stuart Inc. targets lower-middle-market opportunities via control and structured minority investments. The firm emphasizes operational improvements, working capital optimization and bolt-on M&A to drive value. Capital sources include family capital and institutional co-investors; typical holding periods run three to seven years.
Investment Philosophy & Strategy
Privately held investment manager focused on specialty manufacturing and industrial services, Clark & Stuart Inc. targets lower-middle-market opportunities via control and structured minority investments. The firm emphasizes operational improvements, working capital optimization and bolt-on M&A to drive value. Capital sources include family capital and institutional co-investors; typical holding periods run three to seven years.
Privately held investment manager focused on specialty manufacturing and industrial services, Clark & Stuart Inc. targets lower-middle-market opportunities via control and structured minority investments. The firm emphasizes operational improvements, working capital optimization and bolt-on M&A to drive value. Capital sources include family capital and institutional co-investors; typical holding periods run three to seven years.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
24.36%
Gain -0.61%
Monthly
1.1%
Yearly
13.99%
Drawdown
14.2%
$169.02M
Equity
Holdings
$169.02M
Investment
$140.64M
$32.45M
Profit -$1.02M
Realized
$4.06M
Unrealized
$28.38M
Dividends
$5.79M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.61%
Profit
-$1.02M
Win %
72%
This Week
Compared To Last Week
Gain
-0.6%
Profit
-$1.02M
Win %
72%
This Month
Compared to last month
Gain
2.74%
Profit
$4.51M
Win %
72%
This Year
Compared to last year
Gain
5.84%
Profit
$9.3M
Win %
71%
GOOG Alphabet Inc
+6.88%
+$44,607.74 
GOOGL Alphabet Inc
+6.73%
+$25,458.51 
VRT Vertiv Holdings Co
+6.18%
+$8,582.71 
MSFT Microsoft Corp.
+3.02%
+$42,194.73 
CRDO Credo Technology Group Holding Ltd.
+2.94%
+$5,283.55 
NVDA NVIDIA Corporation
+2.93%
+$7,936.91 
CVX Chevron Corporation
+2.35%
+$17,438.16 
FAST Fastenal Co.
+2.25%
+$173,922 
GWW W.W. Grainger, Inc.
+1.97%
+$26,462.68 
VZ Verizon Communications Inc.
+1.52%
+$3,891.3 
PH Parker-Hannifin Corporation
+1.43%
+$4,163.24 
GE General Electric Company
+1.42%
+$8,701.9 
SLB Schlumberger Limited
+1.39%
+$23,744.92 
ITW Illinois Tool Works Inc.
+1.15%
+$19,266 
ADBE Adobe Inc.
+1.01%
+$43,628.99 
URI United Rentals, Inc.
+0.99%
+$2,551.2 
ADP Automatic Data Processing Inc.
+0.98%
+$91,398.16 
NDSN Nordson Corporation
+0.86%
+$54,090.39 
IBM International Business Machines Corporation
+0.86%
+$1,464.95 
EMR Emerson Electric Co.
+0.79%
+$13,849.78 
IWF iShares Russell 1000 Growth ETF
+0.76%
+$32,251.82 
CAT Caterpillar Inc.
+0.7%
+$1,224.72 
SYY Sysco Corporation
+0.63%
+$49,154.32 
STX Seagate Technology Holdings plc
+0.52%
+$1,606.45 
CSX CSX Corporation
+0.42%
+$938.7 
PG Procter & Gamble Co
+0.37%
+$4,245.3 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$1,201.56 
MRK Merck & Co., Inc.
+0.32%
+$41,725.08 
JPM JPMorgan Chase & Co.
+0.27%
+$3,706.42 
JNJ Johnson & Johnson
+0.21%
+$24,780.15 
MMM 3M Company
+0.12%
+$11,395.27 
ABT Abbott Laboratories
+0.09%
+$3,098.88 
CAC Camden National Corporation
+0.07%
+$394 
IDXX IDEXX Laboratories, Inc.
+0.05%
+$173.89 
AAPL Apple Inc.
-7.35%
-$233,503.96 
SYK Stryker Corporation
-6.42%
-$191,721.87 
CI The Cigna Group
-2.99%
-$7,146.31 
SJM The J.M. Smucker Company
-2.41%
-$211,957.5 
BA Boeing Company
-2.15%
-$4,855.19 
APP AppLovin Corporation Class A Common Stock
-1.97%
-$3,195.97 
APD Air Products and Chemicals, Inc.
-1.77%
-$27,707.58 
FLO Flowers Foods, Inc.
-1.68%
-$1,392 
NYT New York Times Co.
-1.24%
-$129,269.74 
HSY The Hershey Company
-1.23%
-$16,544 
INTC Intel Corporation
-1.02%
-$12,770.76 
KO The Coca-Cola Company
-1.02%
-$19,297.8 
UPS United Parcel Service, Inc.
-1%
-$89,872.65 
XOM Exxon Mobil Corporation
-0.97%
-$22,204.89 
KMB Kimberly-Clark Corporation
-0.8%
-$60,788.64 
RPM RPM International Inc.
-0.7%
-$28,807.8 
AMGN Amgen Inc.
-0.64%
-$1,574.81 
ECL Ecolab Inc.
-0.61%
-$3,933 
SBUX Starbucks Corporation
-0.57%
-$3,128.4 
PEP PepsiCo, Inc.
-0.46%
-$26,876.8 
MDT Medtronic plc
-0.37%
-$2,568.64 
GPC Genuine Parts Company
-0.37%
-$8,623.62 
CBSH Commerce Bancshares, Inc.
-0.29%
-$14,169.67 Events
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Dividends
Dividend Analysis
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| Trades 271 | Longs Won 182/271 67% | Profit Factor 7.23 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $524,377.92 |
| Average Win $206,909.85 | Best Trade (Aug 26) $5.66M | Sharpe Ratio -9.29 |
| Average Loss -$58,557.65 | Worst Trade (Aug 19) -$1.32M | Z-Score 5.24 (100%) |
| Commissions $0 | Avg. Trade Length 11m 6d | Expectancy $119,726.8 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 2,890 | 2,601 | 2,312 | 2,023 | 1,734 | 1,445 | 1,156 | 867 | 578 | 289 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 9,523 | $2.35M | $2.94M | - | $593,922.81 | 25.3% | -7.354% |
| ABT Abbott Laboratories | 34,432 | $3.46M | $3.64M | - | $175,200.24 | 5.06% | +0.085% |
| ADBE Adobe Inc. | 17,382 | $4.8M | $4.35M | - | -$443,702.96 | -9.25% | +1.013% |
| ADP Automatic Data Processing Inc. | 35,289 | $8.16M | $9.4M | - | $1.24M | 15.25% | +0.982% |
| AMGN Amgen Inc. | 635 | $207,842 | $244,576.6 | - | $36,734.6 | 17.67% | -0.64% |
| APD Air Products and Chemicals, Inc. | 5,218 | $1.51M | $1.54M | - | $25,307.29 | 1.67% | -1.769% |
| APP AppLovin Corporation Class A Common Stock | 401 | $206,607 | $158,755.9 | - | -$47,851.1 | -23.16% | -1.973% |
| BA Boeing Company | 1,020 | $220,799 | $220,462.8 | - | -$336.2 | -0.15% | -2.155% |
| BRK-B Berkshire Hathaway Inc. | 646 | $294,656.37 | $330,454.84 | - | $35,798.47 | 12.15% | +0.365% |
| CAC Camden National Corporation | 9,850 | $420,989 | $570,216.5 | - | $149,227.5 | 35.45% | +0.069% |
| CAT Caterpillar Inc. | 216 | $153,027.11 | $175,998.96 | - | $22,971.85 | 15.01% | +0.701% |
| CBSH Commerce Bancshares, Inc. | 83,351 | $4.95M | $4.94M | - | -$6,065.77 | -0.12% | -0.286% |
| CI The Cigna Group | 830 | $234,639.98 | $231,611.49 | - | -$3,028.49 | -1.29% | -2.993% |
| CRDO Credo Technology Group Holding Ltd. | 894 | $243,123 | $185,049.07 | - | -$58,073.93 | -23.89% | +2.939% |
| CSX CSX Corporation | 4,470 | $212,459 | $225,288 | - | $12,829 | 6.04% | +0.418% |
| CVX Chevron Corporation | 3,858 | $561,824.24 | $759,370.14 | - | $197,545.9 | 35.16% | +2.35% |
| ECL Ecolab Inc. | 2,300 | $631,373.24 | $638,549 | - | $7,175.76 | 1.14% | -0.612% |
| EMR Emerson Electric Co. | 11,737 | $1.46M | $1.76M | - | $302,353.9 | 20.76% | +0.794% |
| FAST Fastenal Co. | 165,640 | $5.96M | $7.9M | - | $1.95M | 32.69% | +2.25% |
| FLO Flowers Foods, Inc. | 11,600 | $94,290 | $81,432 | - | -$12,858 | -13.64% | -1.681% |
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FAQ
Which stocks have generated the highest profits for Clark & Stuart Inc.?
The largest contributions to the portfolio's profits come from the following stocks: Johnson & Johnson - $1.17M, Chevron Corporation - $844,569.43, Fastenal Co - $819,392.83, New York Times Co - $758,697.14, and Schlumberger Limited - $744,783.82. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: Repligen Corporation - $87,836, United Rentals, Inc - $33,978.8, and AppLovin Corporation Class A Common Stock - $17,933. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Clark & Stuart Inc.'s portfolio generate?
The portfolio generates substantial dividend income, with a total of $5.79M earned over time. The largest contributors to dividend income include United Parcel Service, Inc - $711,541.88, The J.M. Smucker Company - $547,781.86, Merck & Co., Inc - $519,899.14, Johnson & Johnson - $394,898.18, and PepsiCo, Inc - $352,484.29. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Clark & Stuart Inc.'s monthly returns?
Clark & Stuart Inc.'s monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Clark & Stuart Inc.'s strategy be considered aggressive or moderate?
Clark & Stuart Inc.'s strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Clark & Stuart Inc.'s strategy?
Clark & Stuart Inc.'s strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
